Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
18 hedge funds and large institutions have $23.7M invested in Nuveen Calif Div Muni in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.83% less ownership
Funds ownership: 10.43% → 9.6% (-0.83%)
3% less capital invested
Capital invested by funds: $24.3M → $23.7M (-$641K)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.59M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$715K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$337K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$290K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.16M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.82M |
| 3 |
Morgan Stanley
New York
|
-$362K |
| 4 |
LPL Financial
San Diego,
California
|
-$315K |
| 5 |
LCM
Laurion Capital Management
New York
|
-$277K |
NVX Hedge Fund Activity: Q2 2016 in Review
18 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q2 2016, worth a combined $23.7M — down 2.6% from $24.3M a quarter earlier.
Fund positioning in NVX was balanced in Q2 2016: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.59M. The largest seller was UBS Group, cutting an estimated $2.16M.
- 18 institutional investors held Nuveen Calif Div Muni (NVX) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $23.7M of Nuveen Calif Div Muni stock for Q2 2016, down 2.6% quarter-over-quarter.
- 4 funds opened new Nuveen Calif Div Muni positions in Q2 2016 and 4 closed out, a net change of 0 holders.
- The largest Nuveen Calif Div Muni buyer in Q2 2016 was Advisors Asset Management, an estimated $1.59M added.
- The largest Nuveen Calif Div Muni seller in Q2 2016 was UBS Group, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2016.